Investment services in and around Waverly

Waverly, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA options that State Farm offers - Traditional or Roth - both allow your earnings to grow tax deferred. There are other advantages specific to each, though, that your Waverly, IA State Farm agent April Krutsinger can help you explore.

Investment Services

Your State Farm agent can help you with a variety of things like identifying your financial goals, discerning your risk tolerance and time horizon.

Education Savings Plans

You can start preparing for college long before it's time to enroll. You can begin setting aside funds for your child, spouse, friend, or even yourself to use later for furthering education.

Estate Planning

Your property and its proper stewardship is important. That's why it's a good idea to start organizing steps now that will help you achieve your goals while you're still alive and continue to have positive impact after you're gone.

Annuities

If you decide that an annuity may be the way to go, there are a few different options depending on your current stage of life and your future goals. Local registered agent April Krutsinger is happy to help you consider your options.

Business Retirement Plans

To determine which retirement benefit option is right for your business, the factors to consider include if loans are an option, how many people you employ, whether the employee and/or employer can contribute, and others. Your local registered agent April Krutsinger can help you understand your choices.